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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,657 | $102,663-32.1% | $86,216-19.2% | $139,466-50.1% |
| Participation rate | 45.0% | 74.5%-29.5pp | 69.0%-24.0pp | 80.3%-35.3pp |
| Annual return | 15.32% | 1924.52%-1909.2pp | 1169.42%-1154.1pp | 373.66%-358.3pp |
| Employer contribution / active EE | $767 | $3,035-74.7% | $2,382-67.8% | $4,754-83.9% |
| Participant deferral / active EE | $2,813 | $4,677-39.9% | $3,986-29.4% | $6,712-58.1% |
| Admin fee / account holder | $543 | $8,663-93.7% | $6,853-92.1% | $11,409-95.2% |